Filed June 27, 2025
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,574 | $93,617+34.1% | $135,982-7.7% | $75,177+67.0% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 15.46% | 30.89%-15.4pp | 68.32%-52.9pp | 160.75%-145.3pp |
| Employer contribution / active EE | $5,206 | $3,538+47.1% | $4,859+7.1% | $2,671+94.9% |
| Participant deferral / active EE | $9,345 | $6,406+45.9% | $7,760+20.4% | $4,126+126.5% |
| Admin fee / account holder | $6,838 | $6,980-2.0% | $10,767-36.5% | $5,651+21.0% |